WWM
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Wolff Wiese Magana’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Wolff Wiese Magana’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.93M Buy
39,990
+413
+1% +$56.7K 2.73% 4
2026
Q1 		$4.92M Buy
39,577
+2,090
+6% +$266K 2.71% 2
2025
Q4 		$4.51M Buy
37,487
+1,500
+4% +$179K 2.47% 5
2025
Q3 		$4.28M Buy
35,987
+661
+2% +$76K 2.42% 4
2025
Q2 		$3.86M Buy
35,326
+277
+0.8% +$28.6K 2.39% 6
2025
Q1 		$3.67M Buy
35,049
+978
+3% +$110K 2.49% 6
2024
Q4 		$3.93M Buy
34,071
+413
+1% +$49.3K 2.6% 6
2024
Q3 		$3.94M Buy
33,658
+28,968
+618% +$3.27M 2.69% 5
2024
Q2 		$500K Buy
4,690
+3,119
+199% +$334K 0.4% 58
2024
Q1 		$174K Buy
1,571
+488
+45% +$51.8K 0.15% 89
2023
Q4 		$117K Sell
1,083
-4,610
-81% -$444K 0.11% 100
2023
Q3 		$537K Buy
5,693
+299
+6% +$29.9K 0.44% 66
2023
Q2 		$537K Buy
5,394
+170
+3% +$16.2K 0.42% 62
2023
Q1 		$505K Buy
5,224
+95
+2% +$9.5K 0.41% 58
2022
Q4 		$485K Sell
5,129
-759
-13% -$72.8K 0.42% 55
2022
Q3 		$513K Sell
5,888
-89
-1% -$8.64K 0.41% 57
2022
Q2 		$552K Buy
5,977
+210
+4% +$20.9K 0.4% 61
2022
Q1 		$622K Buy
5,767
+999
+21% +$108K 0.42% 57
2021
Q4 		$546K Buy
4,768
+156
+3% +$17.8K 0.35% 66
2021
Q3 		$504K Buy
4,612
+193
+4% +$21.3K 0.36% 74
2021
Q2 		$499K Sell
4,419
-470
-10% -$52.4K 0.36% 70
2021
Q1 		$531K Buy
4,889
+700
+17% +$73.3K 0.42% 57
2020
Q4 		$385K Buy
+4,189
New +$344K 0.32% 68

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wolff Wiese Magana's IJR Position: Q2 2026 in Review

Wolff Wiese Magana increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1% in Q2 2026, buying an estimated $56.7K and bringing the position to 39,990 shares worth $5.93M. The position accounts for 2.73% of the portfolio, ranked #4.

Wolff Wiese Magana first reported a position in IJR in Q4 2020 and has held it in 23 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Wolff Wiese Magana held 39,990 shares of iShares Core S&P Small-Cap ETF worth $5.93M as of Q2 2026.
  • Wolff Wiese Magana bought 413 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $56.7K.
  • iShares Core S&P Small-Cap ETF made up 2.73% of Wolff Wiese Magana's portfolio in Q2 2026, its #4 holding.
  • Wolff Wiese Magana first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.